Steps
- Open Settings, then My Team.
- Press ＋ Add a team member.
- Type their email address.
- Pick a role: Director, Location Manager, Front Desk, Instructor or Custom access. Each has a one-line description.
- For every role but Director, tick their locations. For the front desk, none ticked means all locations.
- Press Add team member.
What you see
Added ✓, with a one-time sign-in link to Copy, Send from my email or Email it from Xyzios. The link works once and expires within the hour. Nobody has a password: people sign in with an emailed code or a passkey.
Change someone later
On their row in My Team, change the role or their locations and press Save. Sign-in link makes a fresh link, and Remove… asks you to type their email first.
Turn off one board for one person
Open Settings → Permissions → By person, tap the boards count on their row, untick the board and press Save changes. Everyone else with that role keeps it.
Good to know
- A Location Manager needs at least one location, or their boards show very little.
- Extra powers such as Act on approvals or See pay are on Permissions → By person, not in the add box.
- New owners are set up by Xyzios support.
- Roles and access explains what each role opens.